Intake Form

Appointment Setters In-take sheet 1-800-446-2778 Fax 508-378-8385 www.Yournextsale.com 508-378-7775

Upon completion click on submit at the bottom of this form.

2.Company Name to be used in calling

3.Company billing name if different:

4.Company billing address:

5.URL www:

6.Company phone number:

7.Toll Free Number:

8.Company fax number:

9.Primary contact person:

10. Title:

11.Direct Line

12.Cell phone

13.E-mail address

14.Copy E-mail address:

Click on blue words to get an explanation

15.Type of service:
Check off all that apply

Survey

We ask the target person a number of probing question, document their answers, and summarize them and return them to you.

List Scrubbing

Taking data bases and either finding or confirming the proper person to reach., listing titles, correct address, phone numbers, E-mail address and Fax number.

Appointment Setting

Setting an appointment with a date and time with the prospect

Mail out programs

Working with clients to send out letters per week for direct contact later or direct reply mail response. Program may also be utilized by sending out follow up information to current prospect.

Direct CB or Appt Set Phone appointments

Direct Call back is when we have them on the line and transfer the call to you. Phone Appointment is a specific time that you will call them back

Voice mail program

Target is Voice mail messages to be left. This may run in conjunction with appointment setting

Web Seminars

Calling for a web presentation.

Staff training

Offsite or onsite training of Company's calling staff in order to improve their productivity

The following area may be started and completed by yourself (Client) or by Appointment Setters

16. Benefits

(It adds personalized value- it satisfies a need)

Features